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JDM Financial Group’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

JDM Financial Group’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,778
Closed -$266K – 377
2024
Q3 		$266K Sell
12,778
-1,061
-8% -$21.8K 0.14% 45
2024
Q2 		$276K Buy
+13,839
New +$274K 0.19% 41

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

JDM Financial Group's IBTL Position: Q4 2024 in Review

JDM Financial Group sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q4 2024, closing a stake of 12,778 shares — an estimated $266K sold.

JDM Financial Group first reported a position in IBTL in Q2 2024 and held it in 2 quarters. The position peaked at $276K in Q2 2024. 76 funds tracked by Wall St. Rank hold IBTL as of Q4 2024.

  • JDM Financial Group reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • JDM Financial Group sold 12,778 iShares iBonds Dec 2031 Term Treasury ETF shares in Q4 2024, an estimated $266K.
  • JDM Financial Group first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • JDM Financial Group's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $276K in Q2 2024.
  • 76 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q4 2024.

Based on JDM Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.